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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MLRA
751
Main Line Retirement Advisors
Montana
$288K +$270K +5,149 New
SF
752
Synovus Financial
Georgia
$288K +$269K +5,143 New
BBWP
753
Beacon Bridge Wealth Partners
Pennsylvania
$287K -$161K -3,068 -37%
EIA
754
Edgemoor Investment Advisors
Maryland
$287K
SW
755
SVB Wealth
Massachusetts
$287K +$269K +5,128 New
AF
756
Allworth Financial
California
$285K +$12.5K +239 +5%
IA
757
Inspire Advisors
Idaho
$283K -$73.3K -1,399 -22%
FA
758
FF Advisors
California
$280K +$262K +5,008 New
IWA
759
Inspirion Wealth Advisors
Illinois
$275K +$210 +4 +0.1%
CA
760
Claris Advisors
Missouri
$274K
HWA
761
Heartwood Wealth Advisors
Virginia
$273K
Jones Financial Companies
762
Jones Financial Companies
Missouri
$272K +$255K +4,873 New
SRB
763
Shotwell Rutter Baer
Michigan
$271K +$254K +4,840 New
SW
764
SMART Wealth
Nebraska
$271K +$254K +4,847 New
SGK
765
Steigerwald Gordon & Koch
Virginia
$269K
KPWS
766
Kestra Private Wealth Services
Texas
$262K +$13K +249 +6%
WIM
767
Westside Investment Management
California
$259K
EMAM
768
Encompass More Asset Management
California
$257K +$241K +4,599 New
KWA
769
Kingswood Wealth Advisors
California
$256K +$240K +4,586 New
PA
770
Pineridge Advisors
Missouri
$256K +$240K +4,580 New
Focus Partners Wealth
771
Focus Partners Wealth
Massachusetts
$256K +$240K +4,587 New
MG
772
Mather Group
Illinois
$256K -$66K -1,260 -22%
SEI Investments
773
SEI Investments
Pennsylvania
$255K -$210 -4 -0.1%
3AM
774
3EDGE Asset Management
Florida
$255K +$36.2K +691 +18%
TCMP
775
Thrive Capital Management (Pennsylvania)
Pennsylvania
$253K +$314 +6 +0.1%